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Experienced Associate Director of Research with a demonstrated history of working across the financial services industry. Skilled in Market Research, Relationship Management, and Project Management. Resourceful problem-solver, team player, adaptable, and relentless work ethic. Develop and execute strategic plans through strong analytical proficiencies, investigative research capabilities, and relationship skills. A CAIA Level II candidate, a member of Money Management Institute’s Leadership Pathway program, and a contributor to the Next Gen Retirement Industry think tank.
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